Highland Private Wealth Management’s Citizens Financial Group CFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,015
| Closed | -$228K | – | 191 |
|
|
2022
Q1 | $228K | Buy |
5,015
+40
| +0.8% | +$1.82K | 0.03% | 170 |
|
|
2021
Q4 | $235K | Buy |
4,975
+34
| +0.7% | +$1.61K | 0.03% | 164 |
|
|
2021
Q3 | $232K | Sell |
4,941
-320
| -6% | -$15K | 0.03% | 161 |
|
|
2021
Q2 | $241K | Buy |
5,261
+25
| +0.5% | +$1.15K | 0.04% | 152 |
|
|
2021
Q1 | $232K | Buy |
+5,236
| New | +$232K | 0.04% | 142 |
|